As a secretary, you can create draft actions during a meeting and finalize them afterward. Actions can also be created by Board Members outside of meetings for various purposes, such as requesting a document, requesting updates on certain topics, requesting to sign something, and so on.
Go to Actions and select Add Action.
The side panel is displayed. Enter the details of the action.
Enter the following details:
Assignee or Assignees (you can eve select whole Group as Assignee)
Due date
Description
In Linked to, select the meeting and agenda item this action is associated with.
Note: The last step is optional, your actions do not have to be related to meetings or agenda items.
To add attachments, select Upload file or drag the file to the page.
When the action is ready to be shared, select Publish. The assignee will get an action on their dashboard, as well as the group receiving an action if it was related to the meeting.